Bradford & Marzec − Who We Are
Bradford & Marzec LLC, founded in 1984, manages fixed income portfolios utilizing a dynamic, long-only investment style. With each economic cycle the Firm’s top-down, relative value process seeks to add excess return by shifting between fixed income sectors. The efficacy of that process, refined over many economic and financial cycles, has proved its resiliency.
We invest directly in the cash bond markets with limited use of derivatives. Our size and focus on liquid securities enable quick and meaningful implementation of our portfolio strategies. We are able to shift among sectors without adversely affecting pricing in most market conditions. Counterparty risk for our clients is minimal given our limited use of derivatives.
Our Senior Portfolio Management team averages more than 30 years of investment experience and has worked together for more than 17 years.
We invest directly in the cash bond markets with limited use of derivatives. Our size and focus on liquid securities enable quick and meaningful implementation of our portfolio strategies. We are able to shift among sectors without adversely affecting pricing in most market conditions. Counterparty risk for our clients is minimal given our limited use of derivatives.
Our Senior Portfolio Management team averages more than 30 years of investment experience and has worked together for more than 17 years.
Latest White Paper - "CMBS Update"
May 19, 2010 White Paper - "Why The Euro May Fail"
Most Viewed
4Q 2011 Institutional Core Product Profile.
4Q 2011 Institutional Core Plus Product Profile.
4Q 2011 Institutional High Yield Product Profile.
3Q 2011 Private Wealth Management SMA Core Product Profile.
3Q 2011 Private Wealth Management SMA Core Plus Product Profile.
3Q 2011 Private Wealth Management SMA High Yield Product Profile.
A detailed look at Bradford & Marzec's January 2012 strategy.
A detailed look at Bradford & Marzec's January 2012 SMA strategy.
As the 1.25$/€ limit was taken out in May of 2010, it is likely the deterioration in the Euro will continue for some time.
Commercial mortgage backed securities (CMBS) valuations have rallied with improving economic conditions and investor sponsorship, but fundamentals remain divided by property type and access to capital. New issuance, commonly called CMBS 2.0, has emerged on a small scale but represents a meaningful development in commercialreal estate financing. CMBS 2.0 features more conservative underwriting and senior-bondholder-friendly structures.
Contact Us:
tel: 213.687.9170
fax: 213.625.1045
Address:
333 Hope Street, Suite 4050
Los Angeles, CA 90071
Institutional
Mary Yablonsky
Director, Sales & Marketing
(213) 687-9170 ext 257
myablonsky@bradfordmarzec.com
Private Wealth Management
Mark Kavolius, CIMA
Regional Sales Director, East Coast
Cell: (617) 721-4341
mkavolius@bradfordmarzec.com
Michael J. Kelnosky
Regional Sales Director, Mid-West
Cell: (312) 835-8371
mkelnosky@bradfordmarzec.com
Vincent E. Zupo
Regional Sales Director, West Coast
Office: (213) 687-9170 ext. 237
Cell: (213) 500-3185
vzupo@bradfordmarzec.com